I think the market is waiting for confirmation of a OEM deal.
During that webinar the OEM topic came up so many times and Leroy was ultra bullish as to how RealTek are going to apply NUH technology in the chipsets, in OEM's and that the chipsets will go beyond OTC hearing aids into other audio applications.
There is definitely something in the works.
The only thing that I was disappointed with is that they are going to remain in manufacturing for the foreseeable future, if they pull off an OEM/s , it wont matter.
Interesting that he mentioned that they have 10 OEM opportunities before them and they appear to be also RealTek customers (perhaps not all?)
What I walked away is that RealTek is driving this and they have serious ambitions here to implement their chipsets across the broader market, and NUH will get a clip for each chip.
I was surprised how open Leroy was.
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